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Manager record

OakTrust Wealth Advisors, LLC

Wilton, CT · CIK 2113908 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$116.03MReported 13F valueQ2 2026 · as filed
69Holdings listed
+5.6%vs prior quartervalue change includes market moves
3Quarters on record
Aug 06Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $108.4M$108.4MQ4 202568 holdingsQ1 2026: $109.8M$109.8MQ1 202668 holdingsQ2 2026: $116.0M$116.0MQ2 202669 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 06 2026 13F-HR · period Q2 2026

$116.03M · 69 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$109.85M · 68 holdings listed · View original SEC filing ↗
Feb 27 2026 13F-HR · period Q4 2025

$108.37M · 68 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 06, 2026 · Change methodology